This report shows public data only. Is this your organisation? If so, login here to view your full report.

Australian Ethical Investment Ltd.

PRI reporting framework 2019

You are in Organisational Overview » Asset class implementation gateway indicators

Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement

Fixed income Corporate (securitised) – engagement


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Fixed income - securitised

Property

Cash

Money market instruments

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Property

Property - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

We screen all investments under our Ethical Charter, including investments made through external managers. This includes investment in externally managed property and private equity. We assess an external manager's investment strategy and authorised investment criteria, as well as the capacity of the fund manager to take into account impacts on people, animals and the environment in their selection and management of investments. For our current investments in externally managed private equity funds, we review individual investments proposed by the funds for alignment with our Ethical Charter, and we have an option not to participate in investments which we assess not to be aligned. Our ongoing engagement with and monitoring of external managers and their sustainability reporting includes:

  • the alignment of investments selected by the manager with our Ethical Charter
  • for property managers, the action they are taking to set targets and metrics related to the carbon footprint of the properties they invest in, as well other environmental impacts of the properties 
  • the way in which the manager selects and engages with the companies they invest in to promote the interests of people, animals and the environment and to minimise harm to them.

OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


Top